
Wayfinder Wealth Warriors
Jonathan N. Wallace CFA®
Financial Advisor | Fee-Only Fiduciary | Wealth Management
About Jonathan
My name is Jonathan Wallace
My favorite thing to do is spend time with my wonderful wife Jamie, and my four children Jonathan, Emmet, MacKenzie, and William. I am an Eagle Scout and actively volunteer with the Boy Scouts and with my church. I am a retired and disabled U.S. Navy Submarine Veteran. I love my family, my country, submarines, my community, and my clients. I strive to live my life and run my business by the Navy Core Values of Honor Courage and Commitment. I love all things finance and investing and I genuinely enjoy helping and watching others develop and achieve their financial goals and financial peace of mind. I can talk about Warren Buffett and Charlie Munger for hours (just ask my wife.) I am a proud CFA Charter Holder (Chartered Financial Analyst Charter Holder) and believe trust is the most important quality of a financial advisor. I understand what's at stake for you and I will not let you down.

Contact
I'm always looking for new and exciting opportunities. Let's connect.
839-223-4583